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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,399 | $157,276-31.1% | $141,177-23.2% | $152,885-29.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.46% | 64.33%-44.9pp | 71.40%-51.9pp | 345.39%-325.9pp |
| Employer contribution / active EE | $1,884 | $5,262-64.2% | $4,736-60.2% | $4,763-60.5% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,176 | $12,123-24.3% | $10,263-10.6% | $11,598-20.9% |